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The Mosaic Company
MOS

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
551
Frontier Wealth Management
Missouri
$378K +$28.9K +471 +6%
CL
552
CSS LLC
Illinois
$378K +$490K +8,000 New
PCM
553
Prelude Capital Management
New York
$377K -$937K -15,288 -66%
TCM
554
Teza Capital Management
Illinois
$374K +$485K +7,914 New
3F
555
360 Financial
Minnesota
$372K -$73.5K -1,200 -13%
SIC
556
Samalin Investment Counsel
New York
$369K +$478K +7,803 New
SCM
557
Spreng Capital Management
Ohio
$367K -$142K -2,320 -22%
CCP
558
Corient Capital Partners
California
$366K +$23.8K +388 +5%
CWM
559
CCG Wealth Management
California
$365K – – –
CAG
560
Csenge Advisory Group
Florida
$360K -$7.29K -119 -2%
1WA
561
180 Wealth Advisors
Washington
$359K -$9.92K -162 -2%
HBT
562
Heartland Bank & Trust
Illinois
$358K -$5.51K -90 -1%
NC
563
NinePointTwo Capital
California
$357K +$464K +7,572 New
EF
564
Empirical Finance
Pennsylvania
$338K +$27.9K +455 +7%
QI
565
Qtron Investments
Massachusetts
$332K -$142K -2,312 -25%
AIM
566
Aquila Investment Management
New York
$331K – – –
BHCM
567
Boulder Hill Capital Management
New York
$331K +$429K +7,000 New
CHAM
568
Clear Harbor Asset Management
Connecticut
$328K – – –
VVP
569
Venture Visionary Partners
Ohio
$327K +$62.8K +1,025 +17%
CFB
570
Cullen/Frost Bankers
Texas
$326K – – –
SWP
571
Stratos Wealth Partners
Ohio
$322K +$170K +2,781 +69%
FTDI
572
First Trust Direct Indexing
Massachusetts
$319K +$82.8K +1,352 +25%
SDIC
573
South Dakota Investment Council
South Dakota
$318K -$937K -15,300 -69%
CG
574
Caprock Group
Idaho
$318K +$412K +6,723 New
TA
575
TKG Advisors
Indiana
$316K -$473K -7,715 -54%
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